Anchor Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
625
+106
| +20% | +$26.8K | 0.01% | 410 |
|
|
2025
Q1 | $107K | Sell |
519
-20
| -4% | -$4.13K | 0.01% | 447 |
|
|
2024
Q4 | $125K | Sell |
539
-76
| -12% | -$17.7K | 0.01% | 427 |
|
|
2024
Q3 | $139K | Sell |
615
-129
| -17% | -$29.1K | 0.01% | 420 |
|
|
2024
Q2 | $168K | Buy |
744
+225
| +43% | +$50.9K | 0.02% | 370 |
|
|
2024
Q1 | $108K | Buy |
519
+299
| +136% | +$62.3K | 0.01% | 433 |
|
|
2023
Q4 | $42.3K | Hold |
220
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $36.1K | Buy |
220
+137
| +165% | +$22.5K | ﹤0.01% | 557 |
|
|
2023
Q2 | $14.4K | Sell |
83
-415
| -83% | -$72.2K | ﹤0.01% | 684 |
|
|
2023
Q1 | $75.2K | Buy |
498
+11
| +2% | +$1.66K | 0.01% | 471 |
|
|
2022
Q4 | $60.6K | Sell |
487
-148
| -23% | -$18.4K | 0.01% | 491 |
|
|
2022
Q3 | $75.4K | Buy |
635
+96
| +18% | +$11.4K | 0.01% | 457 |
|
|
2022
Q2 | $68.5K | Sell |
539
-49
| -8% | -$6.23K | 0.01% | 490 |
|
|
2022
Q1 | $93.5K | Buy |
588
+3
| +0.5% | +$477 | 0.01% | 475 |
|
|
2021
Q4 | $102K | Buy |
585
+147
| +34% | +$25.6K | 0.01% | 480 |
|
|
2021
Q3 | $65.4K | Hold |
438
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $64.7K | Hold |
438
| – | – | 0.01% | 501 |
|
|
2021
Q1 | $58.2K | Hold |
438
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $56.9K | Hold |
438
| – | – | 0.01% | 448 |
|
|
2020
Q3 | $51.1K | Hold |
438
| – | – | 0.01% | 438 |
|
|
2020
Q2 | $45.8K | Hold |
438
| – | – | 0.01% | 446 |
|
|
2020
Q1 | $35.2K | Sell |
438
-50
| -10% | -$4.02K | 0.01% | 478 |
|
|
2019
Q4 | $44.7K | Hold |
488
| – | – | 0.01% | 479 |
|
|
2019
Q3 | $39.3K | Hold |
488
| – | – | 0.01% | 486 |
|
|
2019
Q2 | $38.1K | Buy |
488
+316
| +184% | +$24.7K | 0.01% | 494 |
|
|
2019
Q1 | $12.7K | Hold |
172
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $10.7K | Hold |
172
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $13K | Hold |
172
| – | – | ﹤0.01% | 620 |
|
|
2018
Q2 | $11.9K | Hold |
172
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $11.3K | Hold |
172
| – | – | ﹤0.01% | 623 |
|
|
2017
Q4 | $11K | Buy |
172
+22
| +15% | +$1.41K | ﹤0.01% | 626 |
|
|
2017
Q3 | $8.87K | Hold |
150
| – | – | ﹤0.01% | 636 |
|
|
2017
Q2 | $8.21K | Hold |
150
| – | – | ﹤0.01% | 584 |
|
|
2017
Q1 | $8K | Sell |
150
-100
| -40% | -$5.33K | ﹤0.01% | 585 |
|
|
2016
Q4 | $12.1K | Buy |
+250
| New | +$12.1K | ﹤0.01% | 521 |
|
|
2016
Q3 | – | Sell |
-142
| Closed | -$6.16K | – | 680 |
|
|
2016
Q2 | $6.16K | Sell |
142
-24
| -14% | -$1.04K | ﹤0.01% | 563 |
|
|
2016
Q1 | $7.36K | Buy |
+166
| New | +$7.36K | ﹤0.01% | 524 |
|